401(k) · DOL Form 5500 · 2024

Weinstein Appraisal Group, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
12
Participants Small participant base
46th
Percentile by assets National rank
$507,761
Avg per participant High balance/head
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Official DOL plan name: Weinstein Appraisal Group, Inc. Profit Sharing Plan · Sponsored by Weinstein Appraisal Group, Inc. · Pennsylvania · Real Estate

$6M in assets, 12 participants

Weinstein Appraisal Group, Inc.'s Weinstein Appraisal Group, Inc. Profit Sharing Plan reported $6M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 46th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,005 in Real Estate (4,605 peers)

Weinstein Appraisal Group, Inc. multi-year trail

Weinstein Appraisal Group, Inc.'s plans moved +141.3% in assets from 2022 to 2024; this filing shows Weinstein Appraisal Group, Inc. Profit Sharing Plan at $6M / 12 participants.

#3,005
in Real Estate (4,605 peers)
+13.7%
assets growth YoY

Weinstein Appraisal Group, Inc. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Weinstein Appraisal Group, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,093,137 46th percentile higher than 46% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Weinstein Appraisal Group, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weinstein Appraisal Group, Inc. Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Weinstein Appraisal Group, Inc. Profit Sharing Plan reported net income fell from $991K in the plan year 2023 filing to $732K in the plan year 2024 filing.
  • Weinstein Appraisal Group, Inc. Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Weinstein Appraisal Group, Inc. Profit Sharing Plan reported participants fell from 13 in the plan year 2023 filing to 12 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 232529031 · Weinstein Appraisal Group, Inc. PY 2024 · 401(k)

Weinstein Appraisal Group, Inc. Profit Sharing Plan · $6M · 12 · 46th

  • SCH $6M
  • SCH 12
  • SCH 46th
  • SCH 401(k)
  • SCH near Harmony Bank 401(k) Plan
  • SCH ind #3005

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in Pennsylvania →

Weinstein Appraisal Group, Inc. Profit Sharing Plan in the asset neighbourhood

Weinstein Appraisal Group, Inc. Profit Sharing PlanWeinstein Appraisal Group, I…$6MHarmony Bank 401(k) Plan$6MBluegrass Ingredients, Inc. 401(k) PlanBluegrass Ingredients, Inc. …$6MVolato Inc. 401(k) Plan$6MEncore Pipe & Construction 401(k) PlanEncore Pipe & Construction 4…$6M
End-of-year total assets ($M) among Weinstein Appraisal Group, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Weinstein Appraisal Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Weinstein Appraisal Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 141.29553451519283% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $4.37M $10.5M ▲ +141.2%
Year Plans Participants Total Assets
2022 1 11 $4M
2023 2 26 $9M
2024 2 24 $11M

Weinstein Appraisal Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$732K
Employer EIN232529031
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Weinstein Appraisal Group, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Weinstein Appraisal Group, Inc. Profit Sharing Plan, Total assets ($B): 0.006093137 · Participants: 12Weinstein Appraisal Group, Inc. Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Weinstein Appraisal Group, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Weinstein Appraisal Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Weinstein Appraisal Group, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Harmony Bank 401(k) Plan in TX ($6M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Weinstein Appraisal Group, Inc. Profit Sharing Plan assets move in 2024? ▼
Weinstein Appraisal Group, Inc. Profit Sharing Plan grew at a solid clip - up 13.7% during 2024, from $5M to $6M. Reported net income was $732K.
How have Weinstein Appraisal Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weinstein Appraisal Group, Inc.'s sponsor-wide assets grew 141.3%, from $4M to $11M.
Which 401(k) plans are similar in size to Weinstein Appraisal Group, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harmony Bank 401(k) Plan in TX ($6M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Weinstein Appraisal Group, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232529031.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.